CTVA vs CF

For growth investors, CF Industries Holdings, Inc.

(CF) is the stronger pick with 19. 3% revenue growth year-over-year, versus 2. 9% for Corteva, Inc. (CTVA). CF Industries Holdings, Inc. (CF) offers the better valuation at 13. 3x trailing P/E (8. 5x forward), making it the more compelling value choice. Analysts rate Corteva, Inc. (CTVA) a "Buy" — based on 37 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, CF Industries Holdings, Inc.

(CF) is the cheapest at 13. 3x versus Corteva, Inc. at 51. 1x. On forward P/E, CF Industries Holdings, Inc. is actually cheaper at 8. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: CF Industries Holdings, Inc. wins at 0. 34x versus Corteva, Inc. 's 1. 87x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, CF Industries Holdings, Inc.

(CF) delivered a total return of +145. 8%, compared to +75. 4% for Corteva, Inc. (CTVA). Over 10 years, the gap is even starker: CF returned +333. 0% versus CTVA's +195. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), CF Industries Holdings, Inc.

(CF) is the lower-risk stock at -0. 62β versus Corteva, Inc. 's 0. 29β — meaning CTVA is approximately -147% more volatile than CF relative to the S&P 500. On balance sheet safety, Corteva, Inc. (CTVA) carries a lower debt/equity ratio of 11% versus 51% for CF Industries Holdings, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), CF Industries Holdings, Inc.

(CF) is pulling ahead at 19. 3% versus 2. 9% for Corteva, Inc. (CTVA). On earnings-per-share growth, the picture is similar: CF Industries Holdings, Inc. grew EPS 33. 1% year-over-year, compared to 23. 1% for Corteva, Inc.. Over a 3-year CAGR, CTVA leads at -0. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

CF Industries Holdings, Inc.

(CF) is the more profitable company, earning 20. 5% net margin versus 6. 3% for Corteva, Inc. — meaning it keeps 20. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CF leads at 33. 4% versus 15. 1% for CTVA. At the gross margin level — before operating expenses — CTVA leads at 43. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, CF Industries Holdings, Inc. (CF) is the more undervalued stock at a PEG of 0. 34x versus Corteva, Inc. 's 1. 87x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, CF Industries Holdings, Inc. (CF) trades at 8. 5x forward P/E versus 22. 3x for Corteva, Inc. — 13. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CTVA: 7. 8% to $88. 17.

All stocks in this comparison pay dividends.

CF Industries Holdings, Inc. (CF) offers the highest yield at 1. 7%, versus 0. 9% for Corteva, Inc. (CTVA).

For long-horizon retirement investors, CF Industries Holdings, Inc.

(CF) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 62), 1. 7% yield, +333. 0% 10Y return). Both have compounded well over 10 years (CF: +333. 0%, CTVA: +195. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Basic Materials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: CTVA is a mid-cap quality compounder stock; CF is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.